Registered Client Service Associate Jobs in Palo Alto, CA | Glassdoor
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Registered Client Service Associate Jobs in Palo Alto, CA

115 Jobs

  • 3.8
    Edward Jones – Palo Alto, CA
    19 days ago 19d
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.7
    Morgan Stanley – Palo Alto, CA
    4 days ago 4d
    PowerPoint. · Superior interpersonal, organizational and clientservice skills. Ability to prioritize tasks and meet deadlines.… and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general…
  • 3.9
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    HOT
    financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a… and potentially have a lifelong impact on the lives of your clients, families, and your community. Northwestern Mutual offers a…
  • 3.5
    Bank of America – San Jose, CA
    $39k-$60k(Glassdoor est.)
    5 days ago 5d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.3
    Edelman Financial Services – Santa Clara, CA
    $54k-$76k(Glassdoor est.)
    HOT
    skilledClient ServiceAssociate for our Silicon Valley (Santa Clara, CA) location. The ClientServiceAssociate provides full… behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office…
  • 3.5
    Bank of America – Palo Alto, CA
    NEW
    Executive Job Description: Senior level associate who provides advice to clients with complex financial needs. A PCA focuses… relationship lead accountable for the clients experience Leverage specialists, service officers and other expert resources to…
  • 3.7
    Morgan Stanley – Palo Alto, CA
    16 days ago 16d
    customer/client resolution. Facilitate trades in Financial Advisor’s absence. · Role model for ClientServiceAssociates ·… financial service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests.…
  • 3.6
    Fisher Investments – San Mateo, CA
    $49k-$67k(Glassdoor est.)
    NEW
    providing great service helps our clients have confidence in the firm and their future. In the ClientServiceAssociate (CSA) role,… being of service to others is seen as a privilege—one where your efforts have a direct impact on our firm and the clients. You will…
  • 3.4
    Kohl's – Mountain View, CA
    $20k-$24k(Glassdoor est.)
    13 days ago 13d
    and balances register and records information on a balance sheet. Regularly identifies and informs Customer Service Supervisor… cash registers at opening and closing. Provides change for registers and collects cash and media pick-ups. Performs register reads…
  • 2.8
    Kindred at Home – San Jose, CA
    $93k-$124k(Glassdoor est.)
    NEW
    RN, palliative care registered nurse, registered nurse, RN Job, RN Jobs, Registered Nurse Job, Registered Nurse Jobs, Nursing,… progressive care nurse, rehab RN, rehab registered nurse, rehab nurse, Registered Nurse, Registered Nurse Case Manager, RN, R.N., RN…
  • 3.7
    Morgan Stanley – Menlo Park, CA
    13 days ago 13d
    Perform daily operations, clientservice, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint.  Superior interpersonal, organizational and clientservice skills Experience  Industry experience…
  • 3.5
    Bank of America – Menlo Park, CA
    5 days ago 5d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).…
  • 4.0
    Stanford School of Medicine – Stanford, CA
    $64k-$109k(Glassdoor est.)
    5 days ago 5d
    Director, the Associate Director, PhD Program plays a key role in the success of the PhD Program. The Associate Director provides… communicate information to internal and external audiences, client groups, and all levels of management. Strong analytical and…
  • 3.6
    Fisher Investments – San Mateo, CA
    NEW
    games, just top-tier money management and excellent service to our clients. To do that, we need to hire the best of the best. So… act as our custodians) helping plan and coordinate complex client-focused events nationwide supporting our outside sales representatives…
  • 3.5
    Bank of America – Palo Alto, CA
    $58k-$90k(Glassdoor est.)
    22 days ago 22d
    Responsibilities of a Private ClientAssociate: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate… offices in 33 states. Role Overview: The Private ClientAssociate role is part of a developmental program aimed to equip…
  • 2.8
    Gentiva, an affiliate of Kindred at Home – San Jose, CA
    $102k-$131k(Glassdoor est.)
    NEW
    RN, palliative care registered nurse, registered nurse, RN Job, RN Jobs, Registered Nurse Job, Registered Nurse Jobs, Nursing,… progressive care nurse, rehab RN, rehab registered nurse, rehab nurse, Registered Nurse, Registered Nurse Case Manager, RN, R.N., RN…
  • 3.6
    Fisher Investments – San Mateo, CA
    NEW
    each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building… of the importance of the service we offer our clients—if you continuously strive to put your clients first. So, what are you…
  • 3.7
    Morgan Stanley – Palo Alto, CA
    5 days ago 5d
    prospect for clients; open new account relationships; and attend second National Performance Training Session. Phase 3: Client Acquisition… for your hard work you will have the opportunity to provide clients with exceptional investment advice to help them reach their…
  • 4.2
    Stanford University – Stanford, CA
    $72k-$118k(Glassdoor est.)
    5 days ago 5d
    outstanding Ph.D. program with over 130 doctoral students registered in seven academic fields of study (Accounting, Economics… Director, the Associate Director, PhD Program plays a key role in the success of the PhD Program. The Associate Director provides…
  • 3.5
    UBS – Palo Alto, CA
    $42k-$62k(Glassdoor est.)
    9 days ago 9d
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… : –keep management systems up-to-date with client information –educate clients on account services and capabilities –help…
  • 3.5
    Bank of America – Menlo Park, CA
    26 days ago 26d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).…
  • 3.6
    Fisher Investments – San Mateo, CA
    $49k-$75k(Glassdoor est.)
    NEW
    games, just top-tier money management and excellent service to our clients. To do that, we need to hire the best of the best. So… Overview Client Programs coordinates local in‐person events for clients in cities across the country. These programs provide…
  • 3.8
    Robert Half Finance & Accounting – San Mateo, CA
    $50k-$75k(Glassdoor est.)
    Today 7hr
    behalf of our clients. The Client Services Associate provides administrative support and services to the client services and… departments. The primary responsibility is to create client delight in the servicing of accounts.…
  • 3.1
    Follett – Stanford, CA
    $22k-$37k(Glassdoor est.)
    6 days ago 6d
    assigned. 1-3 years of previous customer service and/or retail experience. Associates Degree or equivalent preferred. Willingness… assists customers with inquiries and purchases utilizing cash register to process payments and refunds and resolves escalated customer…
  • 3.5
    TIAA – Palo Alto, CA
    8 days ago 8d
    experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge and… base salary, a variable bonus opportunity that rewards clientservice excellence rather than product promotion, and excellent benefits…
  • 3.5
    Bank of America – Menlo Park, CA
    16 days ago 16d
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).…
  • 3.5
    TIAA – Palo Alto, CA
    11 days ago 11d
    Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921 Job: Client Services Primary… experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge and…
  • 3.6
    Fisher Investments – San Mateo, CA
    NEW
    employees and clients. Do you want something better? Is your future employer more interested in you or the book of clients you have?… search of being better. Our clients work hard for their money and we work hard for our clients. Their success is our success,…
  • 3.4
    Michael Kors – Stanford, CA
    $22k-$29k(Glassdoor est.)
    NEW
    develop lasting client relations. These initiatives are achieved by providing the highest level of customer service and complying… clientele; utilize client book Resolve all client problems and complaints quickly and effectively, ensuring client satisfaction…
  • 4.2
    Stanford University – Stanford, CA
    $43k-$62k(Glassdoor est.)
    6 days ago 6d
    Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. Promote Culture of Safety… , update electronic databases, web sites, literature, and associated materials. May collect, gather and validate data, prepare…
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